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Ina & Lewis Heafitz Charitable Foundation at a glance

· Private foundation

Ina & Lewis Heafitz Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$149k
Granted FY2020
9
Grants FY2020
6
States reached
$70k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

87% of Ina & Lewis Heafitz Charitable Foundation’s FY2024 grant dollars went to Trustees Of The University Of Pennsylvania, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 7 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year Ina & Lewis Heafitz Charitable Foundation named its own grantees at scale: 6 organizations, $149k. It is dated, not current.

Organizations named directly on the return

9
’17
14
’18
14
’19
6
’20
6
’21
16
’22
7
’23
7
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$1.9MEnvironment$204kScience & Tech$176kHealth$150kPhilanthropy$139kInternational$108kReligion$72kArts & Culture$43kOther$0
02FY2020 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k5 grants · $16k
  • $10k–50k3 grants · $63k
  • $50k–250k1 grant · $70k
$5,000
Median grant
6
States reached
$1.2M
Total assets
Largest grants
RecipientAmount
COASTAL MAINE BOTANICAL GARDENS INC$70,000
AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV$25,000
TULANE UNIVERSITY$23,263
UNIVERSITY OF PENNSYLVANIA$15,000
NEW WORLD SYMPHONY INC$5,000
WORLD JEWISH CONGRESS$3,600
NEW ENGLAND AQUARIUM CORPORATION$3,500
AMERICAN BALLET THEATRE$2,500
MIT HILLEL$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–17, $200) land where the poverty rate runs at 11%, against an area that typically sits at 12%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 12%HOCKOMOCK YOUNG MENS CHRISTIAN ASSOCIATION INC: $200 → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
NY
MA
PA
NJ
RI
CA
DC
LA
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$996k · 23 repeat orgs$31k to everyone else

Grantees it renews have grown median revenue +38% since the first grant, against +36% for those funded once.

23 repeat relationships: 8 still active in FY2020, 15 since wound down; 8 grantees were first funded in FY2020 (too recent to call). Read against FY2020, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

23
12

Total granted

$996k
$11k

Median revenue growth · since first grant

+38%
+36%

Still filing today

74%
67%

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $7k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationArts & CultureHealthEnvironmentAnimalsFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CM
    Coastal Maine Botanical Gardens Inc
    2× · 2020–2022 · $170k · revenue +132%
  • AF
    AMERICANS FOR BEN-GURION UNIVERSITY INC
    4× · 2018–2023 · $120k · revenue +44%
  • FO
    FRIENDS OF MEALI INTERNATIONAL INC
    3× · 2017–2023 · $108k · revenue +306%

Funded once

  • NJ
    NEW JERSEY CIVIC YOUTH BALLET INC
    one grant, 2017 · $3k · revenue +20%
  • ME
    MASSACHUSETTS EYE & EAR INFIRMARY
    one grant, 2018 · $3k
  • CITY HARVEST INCgraduated
    one grant, 2018 · $1k · revenue +58%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
2
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
3
Bentley University

Organization's mission bentley university believes good business can impact more than the bottom line - it can change the world. bentley is a community of future business leaders who will deliver value in the marketplace and lasting…

Education
4
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
5
Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education
6
Marine Biological Laboratory

The Marine Biological Laboratory (MBL) is a world-renowned center for biological discovery and training that is notably affiliated with more than 60 Nobel Prize winners. Research is conducted by full-time faculty as well as hundreds of the…

Science & Tech
7
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
8
Lowell Observatory

The mission of lowell observatory is to pursue the study of astronomy, especially the study of our solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach…

Science & Tech
9
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
10
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
11
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
12
Isabella Stewart Gardner Museum Inc

Organization's mission statement true to the ambitious vision of its founder and her spirit of creative risk-taking, the mission of the isabella stewart gardner museum is: - to bring to life and preserve the rich historic collection; - to…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is New England Aquarium Corporation; the most unlike its peers is New Jersey Civic Youth Ballet Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

32 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 32 of the 46 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
31/32
Grantees still filing
26/32
Grew since first funded

Where the money sits, by cause and then by grantee

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,647,950 · EducationTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIAAMERICANS FOR BEN-GURION UNIVERSITY INC: $120,000 · EducationAMERICANS FOR BEN-GURION UNIVERSITY INCFRIENDS OF MEALI INTERNATIONAL INC: $107,500 · EducationFRIENDS OF MEALI INTERNATIONAL INCTHE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND: $72,104 · Education+4 more: $39,700 · EducationMASS GENERAL HOSPITAL: $55,000 · OtherMASS GENER…TEMPLE EMANUEL OF NEWTON: $52,667 · OtherTEMPLE EMA…BOSTON UNIVERSITY SCHOOL OF MEDICINE: $45,000 · OtherBOSTON UNI…UNIVERSITY OF MASSACHUSETTS AMHERST: $33,565 · OtherUNIVERSITY…MIT HILLEL: $18,000 · OtherMIT HILLELWORLD JEWISH CONGRESS: $17,000 · OtherWORLD JEWI…BROWN UNIVERSITY: $21,000 · OtherBROWN UNIV…+16 more: $25,370 · Other+16 moreCoastal Maine Botanical Gardens Inc: $170,000 · EnvironmentMidcoast Conservancy: $30,810 · EnvironmentMUSEUM OF SCIENCE: $115,500 · Arts & CultureUSS CONSTITUTION MUSEUM INC: $14,812 · Arts & CultureBALLET THEATRE FOUNDATION INC: $5,000 · Arts & Culture+4 more: $4,950 · Arts & CultureCombined Jewish Philanthropies of Greater Boston Inc: $139,000 · PhilanthropyBigelow Laboratory for Ocean Sciences: $50,000 · Science & TechBETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC: $27,167 · HealthTHE MAY INSTITUTE INC: $18,000 · HealthMASSACHUSETTS EYE & EAR INFIRMARY: $2,600 · HealthSOUTH FLORIDA PUBLIC MEDIA GROUP INC: $2,000 · Health
Education$1,987,254Other$267,602Environment$200,810Arts & Culture$140,262Philanthropy$139,000Science & Tech$50,000Health$49,767

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,647,950 over 8y, 0.0% of budgetCoastal Maine Botanical Gardens Inc: $170,000 over 2y, 0.6% of budgetCombined Jewish Philanthropies of Greater Boston Inc: $139,000 over 6y, 0.0% of budgetAMERICANS FOR BEN-GURION UNIVERSITY INC: $120,000 over 4y, 0.2% of budgetMUSEUM OF SCIENCE: $115,500 over 4y, 0.1% of budgetFRIENDS OF MEALI INTERNATIONAL INC: $107,500 over 3y, 14% of budgetTHE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND: $72,104 over 3y, 0.0% of budgetBigelow Laboratory for Ocean Sciences: $50,000 over 6y, 0.1% of budgetMidcoast Conservancy: $30,810 over 2y, 0.8% of budgetBETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC: $27,167 over 3y, 0.0% of budgetBROWN UNIVERSITY: $21,000 over 2y, 0.0% of budgetTHE MAY INSTITUTE INC: $18,000 over 4y, 0.0% of budgetNEW WORLD SYMPHONY INC: $16,000 over 3y, 0.0% of budgetUSS CONSTITUTION MUSEUM INC: $14,812 over 4y, 0.3% of budgetPRESIDENT AND TRUSTEES OF BATES COLLEGE: $13,500 over 6y, 0.0% of budgetBOOTHBAY SEA AND SCIENCE CENTER: $10,000 over 1y, 1.9% of budgetNEW ENGLAND AQUARIUM CORPORATION: $8,500 over 3y, 0.0% of budgetBALLET THEATRE FOUNDATION INC: $5,000 over 2y, 0.0% of budgetYoung Men's Christian Association Boothbay Region: $4,260 over 4y, 0.0% of budgetNEW JERSEY CIVIC YOUTH BALLET INC: $2,750 over 1y, 2.8% of budgetMASSACHUSETTS EYE & EAR INFIRMARY: $2,600 over 1y, 0.0% of budgetSOUTH FLORIDA PUBLIC MEDIA GROUP INC: $2,000 over 1y, 0.0% of budgetThe United States Holocaust Memorial Museum: $1,400 over 2y, 0.0% of budgetCITY HARVEST INC: $1,000 over 1y, 0.0% of budgetALPHA OMEGA COUNCIL INC: $900 over 1y, 0.5% of budgetTHE WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC: $500 over 1y, 0.0% of budgetMUSEUM OF FINE ARTS: $300 over 1y, 0.0% of budgetHOCKOMOCK YOUNG MEN'S CHRISTIAN ASSOCIATION INC: $200 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Boston Foundation IncLeach Elizabeth Ann P…Combined Jewish Phila…Maine Community Found…Gs Donor Advised Phil…Morgan Stanley Global…American Endowment Fo…Vanguard Charitable E…National Philanthropi…American Online Givin…Fidelity Investments …Donor Advised Charita…
Boston Foundation IncMA13.9× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Leach Elizabeth Ann Pfdn · Combined Jewish Philanthropies of Greater Boston Inc · Maine Community Foundation Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Morgan Stanley Global Impact Funding Trust Inc · American Endowment Foundation · Vanguard Charitable Endowment Program · National Philanthropic Trust · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Ina & Lewis Heafitz Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Ina & Lewis Heafitz Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 70%1%4%8%15%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 12%
  • The May Institute Inc: 47% of income from government
  • Uss Constitution Museum Inc: 17% of income from government
  • New England Aquarium Corporation: 12% of income from government
  • Museum of Science: 0% of income from government
  • New World Symphony Inc: 0% of income from government
  • Museum of Fine Arts: 0% of income from government
no gov moneyreceives it· size = income
7get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Ina & Lewis Heafitz Charitable Foundation?

Find your warmest path to Ina & Lewis Heafitz Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 46 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Ina & Lewis Heafitz’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home